Toth Financial Advisory’s Smith & Nephew SNN Stock Holding History

Toth Financial Advisory’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200	Closed	-$6.45K	–	840
2023 Q2	$6.45K	Hold	200	–	–	﹤0.01%	521
2023 Q1	$5.58K	Hold	200	–	–	﹤0.01%	532
2022 Q4	$5.38K	Hold	200	–	–	﹤0.01%	498
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	556
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	495
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	527
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	531
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	529
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	471
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	487
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	430
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	397
2020 Q2	$8K	Buy	+200	New	+$7.92K	﹤0.01%	377

Other funds holding SNN

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Toth Financial Advisory's SNN Position: Q3 2023 in Review

Toth Financial Advisory sold out of Smith & Nephew (SNN) in Q3 2023, closing a stake of 200 shares — an estimated $6.45K sold.

Toth Financial Advisory first reported a position in SNN in Q2 2020 and held it in 13 quarters. The position peaked at $9K in Q2 2021. 207 funds tracked by Wall St. Rank hold SNN as of Q3 2023.

Toth Financial Advisory reported no remaining Smith & Nephew position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 200 Smith & Nephew shares in Q3 2023, an estimated $6.45K.
Toth Financial Advisory first reported a position in Smith & Nephew in Q2 2020 and held it in 13 quarters.
Toth Financial Advisory's Smith & Nephew position peaked at $9K in Q2 2021.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.